Connect Shortcut and Planable
Integrate Shortcut with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when When a new epic is created in Shortcut
Add Comment to Post on Planable when When a new epic is created in Shortcut
Update Post in Planable when When a new epic is created in Shortcut
Create Campaign in Planable when When a new epic is created in Shortcut
Update Campaign in Planable when When a new epic is created in Shortcut
Popular Shortcut + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Shortcut
When this happens...
When a new category is created
When a new epic is created
When a new iteration is created
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when When a new epic is created in Shortcut
Use this flowAdd Comment to Post on Planable when When a new epic is created in Shortcut
Use this flowUpdate Post in Planable when When a new epic is created in Shortcut
Use this flowCreate Campaign in Planable when When a new epic is created in Shortcut
Use this flowUpdate Campaign in Planable when When a new epic is created in Shortcut
Use this flowView Campaign Details in Planable when When a new epic is created in Shortcut
Use this flowList Campaigns from Planable when When a new epic is created in Shortcut
Use this flowFind Post By ID in Planable when When a new epic is created in Shortcut
Use this flowList Posts from Planable when When a new epic is created in Shortcut
Use this flowGet Post Comments from Planable when When a new epic is created in Shortcut
Use this flowSupported Triggers & Actions
Everything you can automate between Shortcut and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new category is created
Runs the workflow automatically whenever a new category is created in the account.
When a new epic is created
Runs the workflow automatically whenever a new epic is created in the account.
When a new iteration is created
Runs the workflow automatically whenever a new iteration is created in the account.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
Create Story
Create a story with title and workflow state. Optionally add description, owners, labels, tasks, deadline, custom fields.
Search Stories
Find stories in your Shortcut workspace using a text query or filters.
Create Category
Create a category in Shortcut.
Create Label
Create a new label and set its name, optional description, color, and external ID.
Create Epic
Create a new epic in a Shortcut project.
List Categories
Gets a list of all categories and their attributes in Shortcut.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Shortcut
Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
Learn moreSimilar apps
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Shortcut and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Shortcut and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where Shortcut triggers actions in Planable, and a separate workflow where Planable triggers actions in Shortcut. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Shortcut and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shortcut and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
